Camilla B. Merrick
Professional summary
Camilla B Merrick, who also goes by Camilla Buck, Camilla B Janick, is a registered financial advisor currently at WILMINGTON TRUST INVESTMENT ADVISORS, INC. located in Wilmington, Delaware and M&T SECURITIES, INC. located in Boston, Massachusetts.
Camilla is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Camilla has worked at 9 firms and has passed the Series 66, Series 63, Series 82TO, Series 52TO, Series 79TO, SIE, Series 7, Series 6, Series 4, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Camilla B Merrick's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 10, 2023 - Present
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
Office #1: Wilmington Trust Center 1100 North Market Street, Wilmington, DE 19890-0001April 3, 2018 - Present
M&T SECURITIES, INC.
Office #1: 115 Federal Street 18th Floor, Boston, MA 02110-0300April 4, 2018 - December 23, 2021
M&T SECURITIES, INC.
January 5, 2017 - February 23, 2018
LPL FINANCIAL LLC
January 4, 2017 - February 23, 2018
LPL FINANCIAL LLC
May 31, 2012 - May 19, 2016
WALL STREET FINANCIAL GROUP, INC.
May 30, 2012 - May 19, 2016
WALL STREET FINANCIAL GROUP, INC.
November 14, 2005 - May 29, 2012
MML INVESTORS SERVICES, LLC
May 12, 2004 - November 1, 2005
CADARET, GRANT & CO., INC.
May 24, 2000 - May 27, 2004
KEYBANC CAPITAL MARKETS INC.
May 10, 1996 - November 12, 1996
CADARET, GRANT & CO., INC.
January 5, 1996 - March 4, 1996
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
August 13, 1990 - January 5, 1996
ROCHESTER FUND DISTRIBUTORS
Primary Firm SEC Registration
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
CRD#: 106909 / SEC#: 801-50883
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/10/2023)
(4/3/2018)
Exams
Series 82TO
Date: 6/29/2023
Limited Representative-Private Securities OfferingsSeries 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 79TO
Date: 2/23/2022
Investment Banking Registered Representative ExaminationFINRA
Current Firm
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
CRD#: 106909 / SEC#: 801-50883
Contact information
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,540 |
| AUM (Assets Under Management) | $ 17,432,390,316 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 10/28/2024 | ||
| 09/08/2023 | ||
| 10/21/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
CRD#: 106909Wilmington, DE 19890-0001TRUST BUT VERIFY
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